The Professional Services Tool Library (PSTL) is a great free GP add-on with multiple tools within to help complete various task in different modules. The blog below will go through the steps of installing the PSTL as well as a brief explanation of the different functions.
How to Install the PSTL
1. Control Panel > Programs and Features > Locate Microsoft Dynamics GP > Click change from the toolbar > Add/Remove Features
2. Scroll down the list of features and locate Professional Services Tool Library > click the down arrow beside the red X > click Run from My Computer > Next > Install > Exit
How to Add the PSTL Shortcut to GP
1. Log into GP > Click the Home tab > in the navigation list section, right click the empty space
2. Click Add > Add Window > Scroll through the list, expand Technical Service Tools > Expand Project > click Professional Services Tools Library
3. Click Add, you will notice that a link has been added to your Navigation Pane and your list of modules
4. The last step is to click either links to open the Professional Services Tool Library window
Please note items such as Vendor/Customer Combiner and Modifier have been removed from PSTL into core GP under Utilities in their respective modules as of GP2013 SP2.
|Shortcuts Copy||Use this tool to copy the Shortcuts options from one user to another user with the click of a button. With the Shortcuts Copy tool, you don’t have to manually set the shortcuts up for each user on the system. This is especially useful when macros are used with a window (e.g., Purchase Order entry to always add item).|
|ToolKit||Use Toolkit to rebuild the GL00105 table, re-create Dex Procs, rebuild indexes, recreate tables, and check identities of tables all within Microsoft Dynamics GP.|
|Menu Inquiry Utility||The Menu Inquiry Utility allows you to see all of the commands on the menus, whether they are hidden or not, and helps identify where those commands come from (which product) and other properties of the commands.|
|Update User Date||The Update User Date utility will automatically update the User Date in Microsoft Dynamics GP to the next date at midnight each day. The application will run in the background as long as Microsoft Dynamics GP is open.|
|Acct Modifier/Combiner||You can change previous account numbers into new account numbers or combine existing accounts with the Account Modifier/Combiner tool. This tool can identify which one of these activities you are trying to perform.
The difference between the modifier and combiner is that both accounts involved in the combiner portion of the utility currently exist in the system, while the new account number in the modifier portion is introduced as a new number to the system.
Please remember to run the reconcile process for all your open and historical years after using the account modifier/combiner to ensure that detail and summary records agree.
|Chequebook Modifier||This tool allows changes in chequebook IDs to take place. You can change an existing chequebook ID to a new chequebook ID without any loss of work, open, or historical records.|
|Fiscal Period Modifier||Use the Fiscal Period Modifier to change fiscal year definitions and reset data in the open and history tables.
This tool does not support changing the month and/or day on closed years as the tool does not recalculate the ending and beginning balances. Only use the Fiscal Period Modifier to change the Year stamp back for years that are currently closed.
|GL Master Triggers||This tool allows you to create General Ledger account master records and replicate records to another database on the same server. You can also choose to replicate these records to some or all of your companies.|
|1099 Modifier||This tool allows you to update the 1099 amounts for vendors who are not set up as a 1099 vendor for the year or a portion of the year.
This tool will only modify records that are already paid and should be 1099 records for the year selected. If you have any work or open records that haven’t been paid but were entered/posted while the vendor was not set up as a 1099 vendor, those records will not be changed. You need to execute this tool the next year prior to printing 1099 reports to be sure that work and open records that were paid in the new year, get updated.
|PM Master Triggers||This tool allows you to add a vendor and vendor address master record and replicate records to another database on the same server. You can also choose to replicate these records to some or all of your companies.|
|PM Minimum Cheque||Use the Payables Management Minimum Cheque tool to set a minimum amount for your Payables cheques within the Select Cheques process.
This process occurs after the Payment Vouchers have already been created. This will cause a break in the payment vouchers sequence in the system but will not harm anything.
|Select Cheques Combiner||Use this tool to consolidate cheques to match the same vendor when users are appending to an existing cheque batch. This can be useful if users frequently build batches of Payables cheques and select different document number ranges or date ranges.|
|Vendor Name Modifier||Use this tool to change the Vendor Name. You can change an existing vendor name to a new vendor name without any loss of work, open, or historical records.|
|Minimum PO/Receipt #||This tool adds the ability to prevent Purchase Order Processing from defaulting to the next PO Number or Receipt Number. You can set the default to a number before the current PO number when a previously existing PO number is deleted. You can also set the minimum PO Number default, so defaults will never go below the set amount.|
|POP Cost Defaulter||Use this tool to specify the default cost for a purchase order document.|
|Customer Name Modifier||Use this tool to change the Customer Name. You can change an existing customer name to a new customer name without any loss of work, open, or historical records.|
|RM Master Triggers||Use this tool to create customer and customer address master records and replicate records to another database on the same server. You can also choose to replicate these records to some or all of your companies.|
|RM Transaction Unapply||This tool enables you to unapply documents in the history table and automatically move the records back to the open table even if there are discounts and/or writeoffs associated with the document. You can reapply the records as needed. Using this tool can be a good alternative to removing history and reentering data if records were applied incorrectly.|
|Salesperson Modifier||Use the Salesperson Modifier tool to change current Salesperson IDs. The result is a new Salesperson ID with no data lost or having to be reentered into the system.|
|SOP Customer Item Lookup||Use this tool to store customer-specific ordering history, as well as the last invoice date and the last price used, and view that information from within Sales Order Processing Entry and the Sales Item Detail windows.|
|Territory Modifier||This tool allows changes in territory IDs to take place and the process mirrors that of how account numbers are changed. The user is able to change an existing territory id to a new territory id without any loss of work, open, or historical records. Just by clicking the convert button the records are updated.|
|Territory Combiner||Use the Territory Combiner to combine an existing Territory ID with another existing Territory ID without any loss of work, open, or historical records.|
|SOP PO Number Check||Use the SOP PO Number Check to verify the Customer PO Number field for duplicates as data is entered into the field on both the SOP Entry window and the SOP Customer Detail Entry window.|
|Certified Payroll Report||Use the Certified Payroll Report with US Payroll to add a project number to employees’ hourly transactions and track them on a per project basis. This tool will also capture information posted from the Timesheet Entry window in Project Accounting Timesheet Entry. You can print these transactions on a weekly report and view employees, departments, job titles, and pay codes by project.|
|Employee Modifier||This tool allows the user to change an existing employee ID to a new employee ID without losing any work, open, or history records.|
|Inventory Site Combiner||This tool allows you to combine Site/Location Codes without losing any data.|
|Inventory Site Modifier||This tool allows you to change the current Site/Location Code to a new code without losing any data.|
|Item Description Modifier||Use this tool to change Item Descriptions. You can change an existing item description to a new item description without any loss of work, open, or historical records.|
|Item Number Combiner||Use the Item Number Combiner to combine existing item numbers. The old item number is removed from the system after the combine process is finished. All Work, Open, and History records are combined into the new item number.
If you are using Bill of Materials or Manufacturing with Bill of Materials, you can NOT combine parent objects, only child objects will be able to be combined.
|Item Number Modifier||Item Number Modifier is like other modifier tools in that it allows the user to change a current inventory item number to a new number without losing any work, open or history records.|
|Item Reconciler||Item Reconciler allows you to reconcile Inventory. The Reconciler’s function is the same as the reconcile functions built into Microsoft Dynamics GP with one exception: only those items that need reconciling will be reconciled using Professional Services Tools Library. This can increase performance if all items don’t need to be reconciled.|
|Fixed Asset Modifier||Use this tool to reclassify an asset code within the Fixed Assets module. All tables throughout the system will reflect this change.|
|Deafult Add Item POP/SOP||If this is checked off it prevents the user from entering a non-inventory item in the SOP module nor the POP module.
This option automatically checks the Add Item option in the POP and SOP windows, so that issues of an invalid non-inventory item can be prevented from being entered in the transaction entry windows in POP and SOP.
|Doc Date Verify||Use this tool to alert users when they key in an invalid document date on a transaction.|
|Decimal Place Tool||If this is checked off, payables and payroll cheques will have the cheque amount in words truncated to two decimals. This tool is used when the currencies have been setup with more than two decimals.|
|Company Copy||This tool allows the setup and report option information from one company to be copied to another company. You are able to specify exactly which modules you would like to copy from your source company.|
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